How do I set up Paid Time Off or Sick Pay to be front loaded?
Description
Please see your Consultant or Business Partner if you require assistance with this setup and workflow.
Cause
Resolution
[BCB:5:Third-party support:ECB]
At the start of each year use a calculation frequency to generate the PTO balance on the first pay run of each year. On new employees during the year, enter their first check when eligible with the balance for the accrual. This option can be used if you have an existing paid time off or sick pay and some employees are front loaded while others are not.
In Payroll open Setup > Employees
on the right Pays
change the Calculation Method to Flat Amount
In Amount type the front loaded amount
Select a Calculation Frequency of Annually.
Set a limit and limit period. Enter the units you want front loaded. Select an appropriate limit period, ie Year to date.